Pekin Hardy Strauss’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $312K | Hold |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $295K | Sell |
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|
2024
Q1 | $339K | Hold |
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|
2023
Q4 | $308K | Hold |
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|
2023
Q3 | $277K | Sell |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $388K | Buy |
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|
2022
Q4 | $255K | Sell |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $467K | Sell |
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|
2021
Q4 | $513K | Hold |
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|
2021
Q3 | $464K | Buy |
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|
2021
Q2 | $447K | Sell |
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|
2021
Q1 | $528K | Sell |
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|
2020
Q4 | $515K | Sell |
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|
2020
Q3 | $520K | Sell |
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|
2020
Q2 | $672K | Buy |
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|
2020
Q1 | $494K | Sell |
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|
2019
Q4 | $714K | Sell |
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|
2019
Q3 | $690K | Hold |
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|
2019
Q2 | $681K | Hold |
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|
2019
Q1 | $657K | Sell |
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|
2018
Q4 | $584K | Sell |
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|
2018
Q3 | $725K | Hold |
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|
2018
Q2 | $676K | Sell |
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|
2018
Q1 | $685K | Sell |
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|
2017
Q4 | $797K | Hold |
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|
2017
Q3 | $749K | Sell |
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|
2017
Q2 | $959K | Hold |
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|
2017
Q1 | $934K | Sell |
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|
2016
Q4 | $1.04M | Hold |
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|
2016
Q3 | $1.01M | Sell |
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|
2016
Q2 | $1.09M | Sell |
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|
2016
Q1 | $1.35M | Hold |
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|
2015
Q4 | $1.34M | Sell |
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|
2015
Q3 | $1.55M | Hold |
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|
2015
Q2 | $1.67M | Sell |
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|
2015
Q1 | $1.74M | Buy |
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|
2014
Q4 | $1.71M | Sell |
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|
2014
Q3 | $1.64M | Buy |
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|
2014
Q2 | $1.63M | Sell |
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|
2014
Q1 | $1.6M | Hold |
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|
2013
Q4 | $1.58M | Sell |
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|
2013
Q3 | $1.65M | Sell |
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|
2013
Q2 | $1.92M | Buy |
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